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Autus Asset Management’s McDonald's MCD Stock Holding History

Autus Asset Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$422K Hold
1,600
– – 0.08% 112
2022
Q3 		$369K Hold
1,600
– – 0.07% 110
2022
Q2 		$395K Buy
1,600
+58
+4% +$14.3K 0.07% 110
2022
Q1 		$381K Sell
1,542
-8
-0.5% -$1.99K 0.06% 120
2021
Q4 		$415K Buy
1,550
+20
+1% +$5.05K 0.04% 134
2021
Q3 		$369K Sell
1,530
-70
-4% -$16.7K 0.04% 131
2021
Q2 		$370K Sell
1,600
-15
-0.9% -$3.49K 0.04% 131
2021
Q1 		$362K Buy
+1,615
New +$345K 0.04% 132
2020
Q4 		– Sell
-1,272
Closed -$280K – 158
2020
Q3 		$280K Hold
1,272
– – 0.04% 141
2020
Q2 		$235K Buy
+1,272
New +$233K 0.03% 145
2020
Q1 		– Sell
-1,160
Closed -$229K – 147
2019
Q4 		$229K Sell
1,160
-8
-0.7% -$1.59K 0.03% 150
2019
Q3 		$251K Buy
1,168
+34
+3% +$7.29K 0.04% 143
2019
Q2 		$236K Buy
1,134
+32
+3% +$6.34K 0.04% 144
2019
Q1 		$209K Sell
1,102
-333
-23% -$60.4K 0.03% 149
2018
Q4 		$255K Sell
1,435
-50
-3% -$8.87K 0.05% 131
2018
Q3 		$248K Buy
1,485
+108
+8% +$17.3K 0.04% 140
2018
Q2 		$216K Hold
1,377
– – 0.04% 149
2018
Q1 		$215K Sell
1,377
-65
-5% -$10.7K 0.04% 147
2017
Q4 		$248K Sell
1,442
-75
-5% -$12.6K 0.05% 139
2017
Q3 		$238K Buy
+1,517
New +$238K 0.05% 143
2014
Q4 		– Sell
-2,373
Closed -$225K – 119
2014
Q3 		$225K Sell
2,373
-550
-19% -$52.5K 0.08% 114
2014
Q2 		$294K Sell
2,923
-550
-16% -$55.5K 0.1% 101
2014
Q1 		$340K Sell
3,473
-1,204
-26% -$115K 0.13% 90
2013
Q4 		$454K Sell
4,677
-298
-6% -$28.6K 0.18% 80
2013
Q3 		$479K Sell
4,975
-221
-4% -$21.6K 0.2% 78
2013
Q2 		$514K Buy
+5,196
New +$520K 0.23% 74

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Autus Asset Management's MCD Position: Q4 2022 in Review

Autus Asset Management held its McDonald's (MCD) position steady in Q4 2022 at 1,600 shares worth $422K. The position accounts for 0.08% of the portfolio, ranked #112.

Autus Asset Management first reported a position in MCD in Q2 2013 and has held it in 26 quarters since. The position peaked at $514K in Q2 2013. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Autus Asset Management held 1,600 shares of McDonald's worth $422K as of Q4 2022.
  • Autus Asset Management left its McDonald's share count unchanged in Q4 2022.
  • McDonald's made up 0.08% of Autus Asset Management's portfolio in Q4 2022, its #112 holding.
  • Autus Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 26 quarters since.
  • Autus Asset Management's McDonald's position peaked at $514K in Q2 2013.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.